Berkshire Health Systems: Retirement Plan Management

I’ve been a patient more than once and it’s a pleasure to be able to share my experience and knowledge in order to help the people who have helped me so much. —Bill Schmick

It’s Healthy to Have Options.

If you work for Berkshire Health Systems, your 403(b) retirement plan includes the option of taking control of your account’s management by hiring an outside advisor like us. It may be that you could be earning more—and depending on your situation, you should be. The only way to find out is to check.

At Berkshire Money Management, our team can go over your account with you and make recommendations for maximizing your earnings and ensuring your retirement plan helps you meet your financial goals. Feel free to call us in for a second opinion.